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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,319 | $167,353-45.4% | $143,797-36.5% | $134,545-32.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.54% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $27,440 | $5,620+388.2% | $4,952+454.1% | $4,742+478.7% |
| Participant deferral / active EE | $17,986 | $6,447+179.0% | $5,638+219.0% | $6,401+181.0% |
| Admin fee / account holder | $11,999 | $18,096-33.7% | $14,679-18.3% | $11,431+5.0% |